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Auto Tag Emails in the same Thread

Complete automation for same thread emails; can opt to post to additional cases if necessary after the fact
Guest about 1 year ago in  0

Linking multiple Sharepoint accounts to Neos or expanding the storage of one.

The 300k Item limit in Sharepoint is limiting to some firms who exceed that item count and additionally inhibits Adobe Acrobat usage. Either a larger Sharepoint option or the ability to link more than one Sharepoint would solve this issue.
Guest about 1 year ago in  1

Customization Links

Admins should have a link appearing on any customizable field that takes them to the setting that allows them to customize the field (example: case info field). This would be more intuitive and efficient instead of clicking around in the endless "...
Guest about 1 year ago in  0

Logging out when browser closed

Develop an add-in for supported browsers that log the program out when the browser is closed.
Guest about 1 year ago in  0

change the name of docs while creating

when generating documents allow to change the name of the newly created document when filling in the template
Guest about 1 year ago in  0

text messages incoming

when saved are txt files instead of posting to notes tab
Guest about 1 year ago in  0

enter a doctor appointment and tie to records tab

Enter a doc appointment into case calendar and then check a box and it adds to records tab
Guest about 1 year ago in  0

move reports between catagories

Be able to rearrange reports and make single reports available to people not just a heading permission setting (more like Needles 5)
Guest about 1 year ago in  0

Neos user would like date calculator option like adding a entry to the global calendar or case calendar

When going in to the vale tab, selecting an entry and clicking the calendar icon. You get a date calculator option. User would like that to be added to the calendar icon when adding a new entry in global and case calendar.
Guest over 3 years ago in  0

Option to create settlement memos as a merge document (add SM merge parameters)

Several N5 clients do not like the SMs as reports. it would be nice to give them an option
Guest over 4 years ago in General 0